Emilee Muller

Responsibilities

Learn firm procedures by spending time with each employee including: o Financial Planning, which is responsible for:  Development, implementation and monitoring of financial planning strategies  Preparation of financial analysis for various wealth management / financial planning issues; including investments, estate planning, tax planning, debt management and insurance  Preparation of financial reports and presentations for clients o Advisor Support o Client Support o Operations  Track status of account transfers  Maintain electronic data on clients  Create and track paperwork o Investment o Compliance  Attend team meetings as required  Assist with special projects  Other Duties as appropriate

Accomplishments

Learning how to navigate Custodian's websites, how to process client paperwork and how to successfully use Financial Planning software (eMoney) and a CRM (Redtail).

What advice would you give?

Have confidence in yourself. The more confidence you portray the more successful you will be.